Managers of Wealth Americas

Kyle Schmidt, CFP Joins BIP Wealth

Former Pro Baseball Player Brings Strong Experience in Private Wealth Management, Family-Office Style Investing

J.P. Morgan Expands Beta Strategies Team with Hire of Alistair Lowe

"This is a growth business for J.P. Morgan Asset Management, and this addition will help us accommodate the continued expansion of our offering."

OZ Management Appoints Thomas M. Sipp Chief Financial Officer

Mr. Sipp received a B.A. in Finance from Alfred University and an M.B.A from the University of Pittsburgh.

Raymond James Chief Operating Officer Dennis Zank to Retire as COO

He will continue to be affiliated with the firm as a financial advisor in a local branch following a transition of duties.

Denise Fiacco joins Instinet Quantitative Trading Strategy Group

She has also held similar roles in quantitative strategy and algorithmic trading at Goldman Sachs and Credit Suisse.

Cantor Brokerage Chief Matthews Leaves to Start a Hedge Fund

Matthews, 51, isn’t being replaced, according to a person with knowledge of the decision who asked not to be identified discussing internal deliberations.

FINRA names CEO of Janney Montgomery Scott to board

For his part, Scheve said he was "excited" to serve on the board and support FINRA's regulatory work.

Rodney Allain Joins Legg Mason as Head of Retail Sales Desk and Business Development Channel

Prudential Alum Brings Over 20 Years of Sales Experience to Legg Mason Distribution

Geneos Wealth Management Inc. Joins cleverDome Inc.

Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats

Veteran UBS Reps with $2B in Assets Go Indie

UBS could indeed go after the brokers in this case, sources tell the website.

Wells Fargo loses steam in commercial lending as rivals pounce

Although the banks define C&I loans somewhat differently, their reports track government data showing Wells falling behind over the past five years from a near-tie with Bank of America and losing ground to JPMorgan.

HSBC appoints Head of Commercial Banking in Qatar

Qatar is an exciting market, with local clients expanding their businesses internationally and overseas clients establishing a presence or strengthening operations in the country.

Veteran Merrill Lynch FAs Join Kestra

Kestra has been successfully luring advisors from rivals in recent months.

Northern Trust Strengthens New York Wealth Management Team

Chahin Pahlavi joins the Wealth Management’s Private Banking Team

Jupiter expands team ahead of US long/short fund launch

Focus on alternatives

Stroock's Private Funds Group Adds Former Investment Management GC and Compliance Counselor Michael Emanuel as Partner in New York

Mr. Emanuel advises public and private funds, hedge funds, family offices, and investment managers and commodity advisors on all regulatory, legal, compliance, infrastructure and risk issues.

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